OneMedNet Reports Record 2025 Bookings of $2.79 Million, Surpassing Prior Year by More Than 4.1X and Accelerating Subscription Transition
Rhea-AI Summary
OneMedNet (Nasdaq:ONMD) reported record 2025 bookings of $2.79 million, a 4.1X increase versus 2024, driven by larger enterprise deals and a shift toward recurring subscriptions. The company highlighted Palantir-powered Subscription Search and Subscription Data License products as core drivers of higher ARR and deal sizes.
Management said subscription agreements signed in 2Q and 3Q 2025 with named customers underpin a pipeline entering 2026 focused on near-real-time multimodal RWD and higher-margin recurring revenue.
Positive
- Bookings reached $2.79M in 2025, up 4.1X year-over-year
- Shift toward recurring revenue via Subscription Search and Data License
- Higher average deal sizes driven by enterprise-scale AI and life sciences engagements
- Pipeline anchored by Palantir-powered offerings positioned at premium price points
Negative
- 2025 contract value remains modest absolute revenue for a public company
- Subscription transition timing unclear for converting one-time projects into sustained ARR
News Market Reaction
On the day this news was published, ONMD gained 18.29%, reflecting a significant positive market reaction. Argus tracked a peak move of +20.0% during that session. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $6M to the company's valuation, bringing the market cap to $38M at that time. Trading volume was above average at 2.0x the daily average, suggesting increased trading activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ONMD fell 8.36% while key peers like ZCMD (-9.11%), MGRX (-5%), HCTI (-3.53%), BEAT, and STRM also traded lower. With sector scanner data showing only one unrelated peer (BFRG) moving up and no broad, same-direction momentum, ONMD’s move appears more company-specific than part of a coordinated sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 22 | Regulatory AI milestone | Positive | +12.1% | RWD used to support FDA 510(k) clearance for AI BrainCT-ICH software. |
| Jan 16 | Large RWD delivery | Positive | +5.9% | Delivered anonymized feed on 1.5M patients and 4M encounters under subscription. |
| Dec 22 | Shareholder letter | Positive | +6.9% | CEO highlighted liability reduction, Palantir integration, and network expansion. |
| Dec 10 | Conference momentum | Positive | -4.8% | Reported strong engagement and traction at RSNA for Palantir-powered iRWD platform. |
| Nov 24 | Platform showcase | Positive | -1.5% | Announced plans to showcase redesigned cohort-building platform at RSNA 2025. |
Recent ONMD news skew positive with mixed follow-through: three prior upbeat updates saw gains, while two similarly positive RSNA-related announcements were sold, indicating that strong narrative alone has not guaranteed sustained upside.
Over the last six months, ONMD has highlighted several milestones. In Nov–Dec 2025, it promoted a new Palantir-powered platform and strong RSNA interest, yet those events saw modest to negative price reactions. A Dec 22, 2025 shareholder letter detailed liability reductions and network expansion with Palantir integration, which was followed by a 6.87% rise. In Jan 2026, a major RWD delivery and an FDA-supporting AI clearance update drove gains of 5.89% and 12.06%. Today’s bookings update fits this trajectory of emphasizing scale, AI enablement, and subscription growth.
Market Pulse Summary
The stock surged +18.3% in the session following this news. A strong positive reaction aligns with ONMD’s recent pattern, where several AI and RWD-focused updates led to gains of 5.89% to 12.06%. Record $2.79 million in 2025 bookings and a 4.1X year-over-year increase reinforce the shift toward higher-value, subscription-oriented deals. However, the stock still traded 86.11% below its 52-week high beforehand, and past RSNA-related enthusiasm saw selling, underscoring execution and funding risks that could cap follow-through.
AI-generated analysis. Not financial advice.
MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- OneMedNet Corporation (Nasdaq:ONMD) (“OneMedNet,” the “Company,” “we,” “us” or “our”), a leader in AI-powered Real-World Data (RWD), today announced record bookings in 2025 of data-delivery agreements totaling
2025 Booking Highlights
- Total Bookings:
$2.79 million in contract value signed in 2025, 4.1X more than prior fiscal year - Larger Deal Sizes: Continued expansion in average contract value, driven by enterprise-scale AI models, and life sciences engagements
- Continued Shift to Subscription Model: As previously announced subscription agreements signed in the second and third quarters of 2025 with Circle CVI and mlHealth360, evidencing a growing pipeline of agreements extending into 2026
“This year represents a strategic inflection point for OneMedNet,” said Aaron Green, CEO & President of OneMedNet. “We are increasing bookings and deal size, and we are successfully transitioning from project-based engagements to recurring subscription partnerships. This shift enhances visibility, predictability, and long-term enterprise value.”
OneMedNet 2026 Diversified Product Mix Across Data and Subscription Products
- Data Projects
- Curated Bespoke Data Sets: Regulatory-grade, multimodal datasets tailored for AI model development, drug, device and therapeutics development, validation, and regulatory submission
- Pre-Curated Specialty Datasets: High-value, pre-assembled regulatory-grade datasets focused on key therapeutic areas (e.g., oncology including lung cancer, neurology including Alzheimer's, cardiology, rare diseases), enabling accelerated evaluation and shortened time-to-market while maintaining fit-for-purpose quality.
- Subscription Search
- Palantir Agentic Search (LLM) for data discovery & analytics
- Accelerate feasibility analysis from weeks to minutes reducing search times by over
600%
- Subscription Data License
- Near real-time streaming healthcare data feeds
- Continuous access to de-identified longitudinal patient journeys
- Ongoing cohort refresh and model retraining support
These live data feeds move customers beyond one-time data transactions toward continuous data partnerships—aligning with the growing need for iterative AI modeling, drug, device, and therapeutics development and regulatory lifecycle management.
Building the Funnel into 2026
OneMedNet believes it enters 2026 with strong momentum of a high-quality pipeline anchored by its premium recurring revenue solutions powered by Palantir Foundry — Subscription Search and Subscription Data License. Early feedback on these new Palantir Powered offerings has been enormously positive.
“We have never seen a rich and extensive platform like this” – VP Partnerships, Life Science Technology and Intelligence Provider company
These offerings are positioned at higher price points than traditional one-time Data Projects because they deliver greater enterprise value through continuous, near real-time access to multimodal RWD, agentic AI-powered discovery that compresses weeks of feasibility work into minutes, and longitudinal patient journeys, updated throughout the subscription that support iterative model development and regulatory lifecycle management.
With these subscription solutions, the Company believes it is positioned for:
- A rapidly expanding pipeline weighted toward higher-Annual Recurring Revenue (ARR) Subscription Search and Data License agreements
- Meaningfully higher average deal sizes, driven by the premium economics of recurring, high-value platforms
- Sustained strong inbound demand for multimodal, regulatory-grade datasets as the foundational entry point into longer-term subscription relationships
- Accelerated adoption of AI-enabled discovery workflows that enhance customer stickiness and create multiple expansion opportunities within existing accounts
Collectively, these dynamics are expected to drive a more predictable, higher-margin, and scalable revenue profile as OneMedNet continues its transition to a predominantly subscription-based business model.
About OneMedNet Corporation
OneMedNet is revolutionizing how the world unlocks Real-World Data (RWD), harnessing the untapped potential of over 2,130 healthcare sites through its iRWD™ platform. This isn’t just data—it’s the lifeblood of innovation, from de-identified medical imaging to electronic health records, fueling breakthroughs for drugmakers, medical device pioneers, and AI visionaries. With a network spanning rare diseases, oncology, cardiology, and beyond, OneMedNet delivers precision insights that redefine patient care and power the next wave of healthcare disruption.
Beyond healthcare OneMedNet’s proprietary AI anonymizes data for industries like finance, retail, and telecom, unlocking endless possibilities—rigorously testing production system upgrades, de-risking complex projects, and securely sharing sensitive data by stripping out personal information. Learn more at www.onemednet.com.
Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical facts contained in this press release are forward-looking statements. These statements include, but are not limited to, statements regarding our products, plans and strategies, and our ability to achieve our operational strategies.
Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include, but are not limited to: our ability to change the direction of OneMedNet; our ability to keep pace with new technology and changing market needs; the competitive environment of our business; risks inherent with investing in Digital Assets, including Digital Asset’s volatility; our ability to implement our Digital Asset treasury strategy and its effects on our business; and the other risks described in our most recent Annual Report on Form 10-K and our subsequent filings with the Securities and Exchange Commission. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise.
OneMedNet Contacts:
Michael Wong, VP Marketing
Email: michael.wong@onemednet.com
SOURCE: ONEMEDNET CORPORATION
FAQ
What were OneMedNet (ONMD) total bookings in 2025 and how do they compare to 2024?
How is OneMedNet (ONMD) transitioning to a subscription model in 2026?
What products did OneMedNet (ONMD) highlight as growth drivers for 2026?
How did OneMedNet (ONMD) describe changes in deal size and customer demand?
Which customers or contracts supported OneMedNet's subscription momentum in 2025?
What near-term benefits does OneMedNet (ONMD) claim from its Palantir-powered offerings?
